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Free cpe webinars
Charge What You’re Worth With Tax Planning


Cost Free
Presentation Length 2.0 hours

Recorded DateDecember 1, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Course Description

Never give away or undervalue tax planning again. Whether you simply provide a couple of ideas to the clients per year, like an IRA or HSA, or you give full-blown tax plans and manage the implementation for the client, this masterclass will show you how to instantly show and retain your value to the client. Accountants hate sales, so our ROI method sells itself.

Jackie Meyer, CPA, CCA, CTC, is on a mission to infuse passion and purpose back into tax practices. Create raving fans of your services, never have a billing dispute again, and provide tax planning services that bring immense value. Join us if you want to better your tax practice and your life before the next busy season.
Learning Objectives:

  • Evaluate the ROI method and how you can use it to instantly sell or maintain client satisfaction

  • Describe the latest pricing and practice management methods, and what is working

  • Summarize a common case study

  • Assemble an action plan to take your tax practice to the next level and re-infuse your passion and purpose

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Jackie Meyer is CEO and Founder of TaxPlanIQ, Certified Concierge Accountant Trainings, and Meyer Tax The Concierge CPA. Jackie specializes in providing innovative tax strategies and coaching programs, such as Certified Concierge Accountant Masterminds, to executive clientele for a high return on investment. She leads her own team of top-tier accountants spanning across the US operating with 100% virtual workflows and is a top-rated speaker, business coach, and social media influencer (Join the Facebook group: Accounting Firm Influencers) with thousands of students and followers. 

She served on the Intuit Tax Council (2016-2019) and the Forbes Finance Council (2019-present). Recent honors include 40 under 40 CPA Advisor Winner (2018/2019/2020) and AICTC (American Institute of Certified Tax Coaches) member of the year (2019). Jackie is a proud proponent for lifelong learning and will complete her Doctorate in Strategic Leadership from Regent University.

Her passion is coaching accounting firm owners, that enjoy tax planning, on exactly what to do to become more efficient, provide a higher return on investment, work with ideal clients, and spend their time bridging passion and purpose in the lives around them. Read more at


About Our Presenter

Our CPA firm, is a full-service, tax preparation accounting firm focusing on family owned businesses and advanced personal taxation. We provide tax preparation with the personalization that is needed with high net wealth clientele's evolving needs. As a CPA firm, we keep up-to-date with the changing tax laws and adhere to certain ethical standards and codes of professional conduct established by governmental bodies and peer organizations.